Wealth Management Client Associate — Growth & Service

RBC Capital Markets LLC; Portsmouth (NH); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Total rewards program

Coaching & development

Flexible work-life balance

Growth opportunities

Job summary

RBC Wealth Management in Portsmouth, NH is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage client inquiries, maintain accounts, onboard new clients, and ensure compliance in a fast-paced, collaborative environment.

Join a culture that values training, development, and growth within wealth management, combining administration, technology updates, and relationship-building to help advisors serve clients effectively.

Qualifications

• Bachelor's degree or job-related experience.
• Strong communication and client service skills.
• Attention to detail and ability to improve efficiency for advisors.
• Series 7 and 66 licenses or willingness to obtain within 12 months.
• Ability to adapt to a changing business and technology environment.

Responsibilities

• Build and maintain client relationships and answer account questions.
• Handle account inquiries and escalate to financial advisors when needed.
• Ensure compliance with documentation requirements and communicate needs.
• Facilitate funds transfers, trades, checks, wires, and ACHs timely.
• Maintain confidentiality per RBC's Code of Conduct.

Skills

Customer service

Data entry

Data gathering analysis

Desktop tools

Group problem solving

Interpersonal relationships

Knowledge organization

Teamwork

Time management

Word processing software

Education

Bachelor's degree or job-related experience

Job description

RBC Wealth Management in Portsmouth, NH is seeking a Client Associate/Registered Client Associate to support financial advisors and clients. You will manage client inquiries, maintain accounts, onboard new clients, and ensure compliance in a fast-paced, collaborative environment.

Join a culture that values training, development, and growth within wealth management, combining administration, technology updates, and relationship-building to help advisors serve clients effectively.